See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,020 | $73,867-7.9% | $143,757-52.7% | $68,494-0.7% |
| Participation rate | 26.8% | 66.7%-39.8pp | 80.3%-53.5pp | 67.9%-41.1pp |
| Annual return | -21.70% | 1.01%-22.7pp | -0.04%-21.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $292 | $3,184-90.8% | $4,951-94.1% | $2,596-88.7% |
| Participant deferral / active EE | $2,532 | $3,384-25.2% | $5,637-55.1% | $4,027-37.1% |
| Admin fee / account holder | $9,383 | $5,755+63.1% | $14,673-36.0% | $5,403+73.7% |